Fundraising Prep: How Experteers Can Help
Fundraising Prep: How Experteers Can Help
If you’ve selected a fundraising-related challenge, here’s what a right-sized project can look like. You won’t be matched to an investor directly—but you can get expert support to build the materials, plans, and confidence you need to approach funders successfully.
To launch and grow your impact, social enterprise leaders must raise funding from a mix of sources—like grants, equity, and debt—based on their goals and stage of growth.
Being prepared with the right materials, strategy, and messaging increases your chances of securing funding while saving you time and energy.
An experienced Experteer from the MovingWorlds community can help you build the plans, tools, and communications you need to approach funders with confidence.
What Experteers Can Help You Build
Funding Assessment & Roadmap
Clarify how much capital you need and when. Get support mapping out a fundraising journey that aligns with your growth and impact goals.
Target Funder Research & Criteria
Identify aligned investors or funders and understand exactly what they expect to see in your pitch or application.
Pitch Deck Creation & Practice
Work with a professional to co-create a strong, funder-ready deck and rehearse your story to boost confidence and clarity.
Investor Data Room for Due Diligence
Know what goes in your due diligence folder and how to organize it. Templates and expert advice help you get ahead of investor requests.
What 'Right Sized' Projects Look Like
Examples:
- “Help us map our fundraising needs and priorities for the next 12 months”
- “Help us redesign our pitch deck for impact investors and grantmakers”
- “Review our existing investor materials and identify gaps”
The advice we received from our experteer on raising capital has been invaluable. It included developing a fundraising and investment strategy, identifying potential investors, and effectively pitching to them. This guidance has significantly strengthened our fundraising strategy and will help ensure RAWISE's financial sustainability. We now have seven deliverables that will enhance our ability to secure and manage funds effectively."